Technology & Communications (33)
Regulation BI Creates Huge Implementation Challenge
- Saturday, 06 July 2019
- Technology & Communications
- Written by PFA News
Implementing compliance with the Best Interest regulation will be a huge challenge for broker-dealers and firms should notify the Securities and Exchange Commission of any inadequacies with adopting the rule, says SEC Commissioner Hester Peirce. So reports Think Advisor.
Read more...Simplicity is Crucial in Website Design
- Saturday, 06 July 2019
- Technology & Communications
- Written by PFA News
Advisors can improve their marketing by ensuring that their websites are simple and also reflect an understanding of investors’ challenges and pain points. So reports Wealth Management.
Read more...Advisors Success with Social Media Increases
- Saturday, 27 April 2019
- Technology & Communications
- Written by PFA News
A new study by Putnam has found that the average advisor captured up to an additional $1.4 million in investable assets last year by using social media compared to up to $1 million in 2017. So reports Financial Planning.
Read more...Advisors Can Add Value By Teaching Clients Cyber Security
- Saturday, 02 March 2019
- Technology & Communications
- Written by PFA News
Advisors can add value by teaching their clients to improve their cyber defenses. So reports Wealth Management.
Read more...Advisor Launches Online Referral Service
- Saturday, 19 January 2019
- Technology & Communications
- Written by PFA News
Pam Krueger, host of the television investor education show Money Track, has launched Wealthramp, which uses an algorithm to help individuals find financial advisors. So reports Forbes. Read more...
How to Succeed at Online Marketing
- Saturday, 13 October 2018
- Technology & Communications
- Written by PFA Staff
Advisors seeking to succeed with online marketing should ensure that their websites are informative and easy to navigate and they should also ensure that their content is client-focused. So reports Seeking Alpha. Read more...
Financial Firms Falling Behind in Digital Marketing
- Saturday, 09 December 2017
- Technology & Communications
- Written by PFA News
Financial services firms have been complacent in developing digital marketing programs, but fee pressure and increased competition could change that. So reports Forbes. Read more...
Nobel Laureate Discusses Robo-Advisor Weakness
- Saturday, 11 November 2017
- Technology & Communications
- Written by PFA News
Technology, unlike individual financial advisors, lacks the ability to generate trust among investors, says Robert Merton, winner of the Nobel Memorial Prize in Economic Science and finance professor at MIT. So reports CNBC.
Read more...New Bot Trades Off of Trump’s Tweets
- Sunday, 05 February 2017
- Technology & Communications
- Written by PFA News
A new bot created by advertising agency T3 automatically analyzes Donald Trump’s tweets and then shorts the stocks of companies that he criticizes. So reports Bloomberg. Read more...
Vanguard, Others Ban Their Ads from Breitbart
- Sunday, 11 December 2016
- Technology & Communications
- Written by PFA News
Automation has resulted in advertising for Vanguard appearing on alt-right publication Breitbart, even though the mutual fund giant has policies that prohibit it from marketing on political websites. So reports The New York Times.
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